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Söderberg & Partners Asset Management S.A.

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

Sustainability is an integral part of the Company’s corporate culture, and the asset management is based on the foundation laid out in the Policy for Responsible Investment. Sustainability refers to the environment, climate, human rights, labour standards and business ethics, and is based on international norms. We believe that companies which conduct their business in a responsible and sustainable manner will benefit both their customers and the society.

The purpose of the sustainability work is to impact the world for the better. Therefore, the Company incorporates research within sustainability and responsible ownership to work on the approaches that results in the greatest positive impact.

The inclusion strategy focuses on the potential impact of environmental, social and governance issues on companies. The Company will include companies where possibilities exist for improvement and where there are opportunities to engage.

The Company does not invest in companies that do not show a willingness to comply with the Company’s implementation of the Policy or where the Company deems that the companies are not likely to address the problematic issues stated below within an acceptable amount of time.


01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。






02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。




02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

The Company shall always act in the best interest of its investors and the Sub-Funds and consequently work towards avoiding conflicts of interest. The Policy applies to the Company’s Board, management and employees, including independent contractors and consultants. To prevent conflicts of interest, all actions shall be taken with the purpose to be in the best interest of the Sub-funds/unitholders, and shall be taken independently in relation to the interests of the Group, the employees, the Board members etc. To ensure this, the Company have set up several organisational and administrative procedures.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)